Retirement Planning Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.

Quarter-by-quarter ownership
Retirement Planning Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$785,026
-3.4%
15,5140.0%0.08%
+2.5%
Q2 2023$812,482
+8.3%
15,514
+0.0%
0.08%
+1.2%
Q1 2023$750,373
+7.1%
15,5130.0%0.08%0.0%
Q4 2022$700,457
+3.6%
15,513
-2.9%
0.08%
-5.9%
Q3 2022$676,000
-16.2%
15,969
-11.6%
0.08%
-15.0%
Q2 2022$807,000
-25.6%
18,063
-10.3%
0.10%
-16.0%
Q1 2022$1,085,000
-6.9%
20,141
+96.8%
0.12%
+5.3%
Q4 2021$1,165,000
+20.9%
10,233
+10.5%
0.11%
+2.7%
Q3 2021$964,000
-30.2%
9,264
-30.3%
0.11%
-30.8%
Q2 2021$1,381,000
+91.0%
13,284
+76.3%
0.16%
+59.0%
Q1 2021$723,000
-0.7%
7,534
-5.9%
0.10%
-4.8%
Q4 2020$728,000
+24.0%
8,008
+9.9%
0.10%
+9.4%
Q3 2020$587,000
+8.7%
7,2850.0%0.10%
-3.0%
Q2 2020$540,000
+8.2%
7,285
-10.5%
0.10%
-16.8%
Q1 2020$499,000
-56.3%
8,141
-45.3%
0.12%
-47.8%
Q4 2019$1,143,000
+7.8%
14,887
-0.4%
0.23%
+1.8%
Q3 2019$1,060,000
-10.5%
14,946
-11.5%
0.22%
-16.7%
Q2 2019$1,185,000
+4.0%
16,887
+0.3%
0.27%
-2.2%
Q1 2019$1,139,000
-71.0%
16,840
-74.4%
0.28%
-73.8%
Q4 2018$3,922,00065,6931.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 3,819,634$307,977,00050.39%
INVESTMENT SECURITY GROUP INC /CO/ /ADV 983,264$79,163,00042.04%
Adams Wealth Management 595,440$48,010,00037.38%
Pacific Edge Advisors, LLC 724,241$58,396,00033.62%
PIERSHALE FINANCIAL GROUP, INC. 599,968$48,375,00027.82%
BlueSky Wealth Advisors, LLC 1,215,483$102,757,00026.82%
Filbrandt Wealth Management, LLC 424,616$34,237,00026.80%
Campbell Wealth Management 1,949,233$157,167,00025.70%
Northwest Quadrant Wealth Management, LLC 728,189$58,277,00023.09%
EVERMAY WEALTH MANAGEMENT LLC 1,075,701$86,734,00021.30%
View complete list of SCHWAB STRATEGIC TR shareholders